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How Casade Financial Advisors Became a Leader Using the Cloud

Learn how Cascade's John Van Sant uses today's technology to achieve consistent processes and improve his advisory business.
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The Psychology Behind Proprietary Deal Sourcing

Deal sourcing experts show you how to make the right first impression and figure out the best time to approach your target company.
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How Johnsons Uses Tech to Close Deals Faster

The M&A advisory firm pioneered the 'Six Stage Sale' process to systematically cast a wide net when seeking buyers for businesses.
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Understanding CIOs in the Age of the Cloud

The best IT leaders focus more on innovation and less on just “keeping the lights on" in the age of cloud computing.
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Why Multitenancy is Helping Transform Finance Firms

Learn why multitenancy allows software vendors to eliminate mundane, repetitive tasks and focus time instead on adding new features.
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Why the Public Cloud Provides the Most Data Security

We make the argument that a small IT team can never build the level of data security that salesforce.com or amazon can.
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How Meg Green Uses the Cloud for Top Client Service

Meg Green head Todd Battaglia uses Navatar for improvements in three critical areas: time efficiency, scalability and compliance.
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How Financial Advisors Can Avoid Blowing Client Meetings

There is nothing advisors want to avoid more than to look bad when getting in front of clients. Here's how to fully prevent it.
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Study: IR Matters More Than Fund Performance

GPs who establish trust through communications and support appear to be more successful at raising money than all others.
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Expect Volatility Today to Lead to Worried Clients

Our new tool enables an advisor to segment their client base and personalize communications based on how fearful they may be.

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